Client Operations Specialist - Strategic Manager

Optiv; Overland Park (KS); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Client Operations Specialist - Strategic Manager to lead and develop a dynamic team. This role focuses on enhancing client service and sales support through effective team management and process improvement. You will coach and motivate a group of Client Operations Specialists, ensuring they meet strategic goals while maintaining high performance and client satisfaction. With a commitment to diversity and work-life balance, this innovative firm offers remote work capabilities and opportunities for professional growth. If you are a driven leader with a passion for client success, this is the perfect opportunity for you.

Benefits

Work/life balance

Professional development resources

Volunteer opportunities

Community engagement

Qualifications

• 2+ years in B2B sales or client services required.
• Intermediate proficiency in Microsoft Office and CRM software.

Responsibilities

• Manage and develop a team of Client Operations Specialists.
• Collaborate with sales to improve processes and support objectives.

Skills

B2B Sales Experience

Client Services

Team Management

Coaching

Relationship Building

Task Prioritization

Education

Associate's Degree

Related Experience/Training

Tools

Microsoft Office

Salesforce.com

Job description

Client Operations Specialist - Strategic Manager

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Job Overview

The Client Operations Specialist – Manager is responsible for coaching, managing, and developing a team of approximately 10 Client Operations Specialists. This team primarily supports a field sales organization with quoting, strategic pricing, order placement, client service, and issue resolution. The team aims to support gross margin objectives by enabling account managers to focus more on sales and ensuring a smooth buying process for clients.

Key Responsibilities

• Organize, direct, and motivate the COS team to align with strategic objectives.
• Set and monitor quarterly goals for team members.
• Collaborate with sales and operations to improve processes.
• Develop and train team members, providing ongoing coaching.
• Troubleshoot complex issues and provide guidance on quote/order scenarios.
• Serve as an escalation point for the regional director.
• Balance workload among team members.
• Create and maintain reports on team performance metrics.
• Maintain training and reference documentation.
• Conduct performance reviews.
• Build scalable processes as the sales team grows.
• Manage month/quarter-end activities.

Qualifications

• Associate's Degree or equivalent; or related experience/training.
• Minimum 2 years in B2B sales or client services.
• Intermediate proficiency in Microsoft Office.
• Experience with CRM software, preferably Salesforce.com.
• Ability to build relationships, prioritize tasks, and lead remotely.

What We Offer

• Commitment to Diversity, Equity, and Inclusion.
• Work/life balance and professional development resources.
• Volunteer opportunities and community engagement.
• Remote work capabilities where applicable.

Additional Information

This position can be hired remotely anywhere in the U.S. The role reports to the regional director and involves managing 8-10 direct reports. The seniority level is Mid-Senior and the employment type is Full-time, within the Management and Manufacturing job functions in the Computer and Network Security industry.